This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser.
Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to wealthy private clients (business owners, entrepreneurs and their families).
Demand for their expertise continues to grow and they are keen to recruit an EA/ATT dual-qualified Manager, to provide personal tax advisory and compliance services as a strategic member of the team.
You’ll work closely with some of the profession’s leading Partners and be supported with your own progression towards Senior Manager and Director grades.
You’ll need to have a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. Demonstrable UK experience of advising US HNWIs on their personal tax position is essential.
You’ll also have gained the EA and ATT qualifications. The CTA would be a bonus but is not essential. The role requires excellent client relationship management skills, as well as a commercial approach to WIP, recoverability and identifying new business opportunities.
The firm has adopted hybrid working, with many of the team coming into the office 2-3 days a week. However, there is scope to work more remotely if one wishes.
Salary will be dependent on experience and grade but is likely to be c.£65k-£75k + Bens Ref 852
To find out more about this opportunity just email michaelhowells@howellsconsulting.co.uk
Job Features
| Job Category | Personal Tax |
